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Insight and Opinion into Financial Planning Matters

Ben Goss

Recent Posts

Why 20% of investment advice will be automated by 2020 (plus or minus 10%)

Ben Goss 15 March 2017

I was asked last week to speak at the Personal Finance Society Leadership Forum on the topic of automation in advice. I started with the following questions:  ...

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Building bridges between data islands

Ben Goss 07 November 2016

We drove out to countryside and parked outside the anonymous grey, 1950’s breeze block building. We were welcomed inside and offered coffee. While we waited we took in our surroundings; wall upon wall of beige hanging files all with private client fact finds, illustrations, application forms, correspondence and paperwork and an army of administrators photocopying, stapling, scanning and on the phone. There were several fax machines....

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3 rules to managing systemic risk

Ben Goss 19 October 2016

Fear of systemic risk often stops digitally supported advice initiatives before they even get started. It shouldn’t....

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5 strategies to overcome the tyranny of investment choice

Ben Goss 06 October 2016

In a famous experiment in an upscale Californian grocery store, researchers set up a sampling table with a display of delectable jams. On the first Saturday they offered an array of 24 different jams to taste, on the next Saturday they displayed only six....

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4 nudges to get your clients taking action

Ben Goss 28 September 2016

1. Offer positive, achievable options...

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10 FinTech reasons why the advice gap will close

Ben Goss 21 September 2016

This weekend I was at the JP Morgan Pensions & Savings Symposium at Gleneagles. Reflecting on the flight home at 30,000 feet here are 10 reasons why FinTech will help close the advice gap....

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4 golden questions to get financial planning engagement

Ben Goss 14 September 2016

“Silver surfers, swiping their smartphones to get instant personal advice on their property fund post-Brexit.” Martin Wigginton, Head of Product & Commercial at Cofunds was talking to the DT Team at our annual kick-off event last week about how apps provided by advice firms and integrated with their platform might operate at some point into the future. It’s a powerful picture – a simple gesture, generating a piece of personalised advice, in an accessible form from a trusted source....

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Engaging with digital, lessons from Uber

Ben Goss 31 August 2016

“Ford targets fully autonomous vehicle for ride sharing in 5 years”.  Ford’s announcement last week really made me sit up and think. I linked it with a remark made by Uber’s CEO a while ago that he wanted to get rid of drivers; "When there's no other dude in the car, the cost of taking an Uber anywhere becomes cheaper than owning a vehicle.” Investment advice firms are often concerned that the use of technology will devalue their role or somehow make the customer feel that they can do what the adviser is doing. As a result many ...

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How to help ensure investment suitability without a crystal ball

Ben Goss 25 August 2016

Not many people can say that they haven’t made a bad choice at some point in their life. In behavioural finance it is referred to as ‘decision regret’, a purchase or decision that for some reason was later regretted. Generally, people are uncomfortable making important decisions for fear of getting them wrong, or finding out later that they could have made a better choice. Having a crystal ball to see into the future would be extremely useful. Advisers face the same type of choices every day, only with the added pressure that they ...

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Topics: News

Of Pokémon™ and Pensions

Ben Goss 23 August 2016

“The fastest way to get the transfer forms is to send us a fax.” said the telephone administrator....

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